The Webhook action in servis.ai allows you to send data from your automation workflows to an external API endpoint or webhook. The request body automatically includes data from the Step field in the listEntityValues format, enabling seamless integration with third-party services.

How to Set Up the Webhook Action

To configure the Webhook action, complete the following fields:

• Name (Required): Provide a descriptive name such as “Send Contact to CRM” or “Notify External Service.”
• URL (Required): Enter the API endpoint or webhook URL where the data should be sent.
• Step: The content defined here is used as the request body. It must follow the listEntityValues format described in the servis.ai API documentation.

• Method: Defines the HTTP method used for the request. The default is POST, which is ideal for sending data.

Note: Only the POST method is supported.

• Event: (Optional) Provide a custom event name to help identify or manage webhook calls.

Example Use Case

For example, if your automation triggers when a Contact Record is created, you can use the Webhook action to send that contact’s details to an external CRM or notification system by configuring the Step field.

Learn more about automation actions: Read this article.

Limitations & Quarantine

• The maximum limit per job/webhook call is 10MB.
• Webhooks are limited to 5,000 transactions per hour, including those triggered by automation actions.
• If the limit is exceeded, the system enters quarantine, and new webhook jobs are ignored for 1 hour.
• Admins receive a notification:
  “You’ve exceeded the limit for (job_type) and are now in quarantine. No new (job_type) will be accepted until (quarantine_end). Contact support for more information.”